Filed May 13, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,046 | $37,213-11.2% | $156,549-78.9% | $63,975-48.3% |
| Participation rate | 98.1% | 65.0%+33.1pp | 84.0%+14.0pp | 71.1%+26.9pp |
| Annual return | 3.42% | 47.89%-44.5pp | 32.23%-28.8pp | 48.65%-45.2pp |
| Employer contribution / active EE | $2,194 | $1,357+61.7% | $5,501-60.1% | $2,182+0.6% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $56-100.0% | $13,027-100.0% | $70-100.0% |